PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal; Leawood (KS); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Alvarez & Marsal's PEPI CFO Services team is seeking a Manager to lead financial due diligence, restructuring and performance improvement projects for private equity portfolio companies. You will collect data, validate findings and present actionable insights to clients and senior management.

The role emphasizes business transformation, liquidity assessment and cross‑functional collaboration with accounting, finance and operations to deliver measurable cash and EBITDA improvements.

Qualifications

• Graduate of accredited 4-year college / university with concentration in accounting, finance or economics preferred but not required.
• 7-10 years of experience related to Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
• CPA, CFA or Master’s Degree preferred but not required.

Responsabilités

• Guide data collection, validation and analysis across information sources.
• Lead client interviews, ask questions, understand stakeholder perspectives and articulate findings.
• Identify knowledge gaps, challenge status quo and develop better assumptions.
• Forecast liquidity needs and identify inefficiencies in accounting/finance processes.
• Present issues and opportunities clearly to client leadership and board members.
• Understand how data flows into the general ledger to drive improvement and value creation.

Connaissances

Leadership

Financial Analysis

Data Analysis

Stakeholder Management

Project Management

Communication

Formation

Bachelor's degree in accounting/finance/economics

Description du poste

Overview

A‑M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands‑on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

PEPI ‑ CFO Services ‑ Manager

Pillar of Services

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Professional Expectations

Data Collection, Validation and Analysis

• Guide team members in information gathering approach and ensure all relevant sources of information are pursued
• Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
• Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team
• Ensure issues and opportunities are clearly and concisely presented
• Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Project Management and Implementation

• Ability to own and complete a workstream based on the pillars of services CFO Services provides
• Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
• Set and communicate client’s expectation consistently
• Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early on, create contingency plans and communicating timely with client
• Ability to identify where the pillars of services CFO Services provides are not functioning

Leadership

• Leverage previous experience to guide and promote team to think innovatively
• Recognize the current skill set of team members and maximize their level of contribution
• Share knowledge and experience, provide coaching to teammates

Financial Acumen

• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
• Ability to provide valuable insight and improvement initiatives to senior management and board members

Accredition/ Experience

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Proficient financial models, data analytics programs, and presentation skills
• CPA, CFA, or Master’s Degree Preferred but not Required